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iseppo

e-arveldaja MCP Server

by iseppo

Receipt Batch

receipt_batch
Destructive

Batch process receipt files: scan for new receipts, preview matching results, then create or confirm receipt batches with bank transactions.

Instructions

Merged receipt batch. scan inspects files; dry_run previews; create/create_and_confirm require explicit approval.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
modeNoWorkflow phase to run. Defaults to scan.
date_toNoOptional receipt file modified-date upper bound (YYYY-MM-DD). Filters which receipt FILES are scanned; does not affect bank transactions.
file_refNoOpaque Accounting Inbox receipt-folder reference.
date_fromNoOptional receipt file modified-date lower bound (YYYY-MM-DD). Filters which receipt FILES are scanned; does not affect bank transactions.
file_typesNoOptional file type filter for scan mode
folder_pathNoFolder path with receipts. Provide exactly one of folder_path or file_ref.
plan_handleNoConsume-once handle from dry_run (plan_handles.create / .create_and_confirm). REQUIRED for create/create_and_confirm.
approved_manifestNoExact manifest returned by dry_run; required for create/create_and_confirm.
transaction_date_toNoOptional bank accounting-date upper bound for auto-matching (YYYY-MM-DD). Independent of the receipt file date_to.
transaction_date_fromNoOptional bank accounting-date lower bound for auto-matching (YYYY-MM-DD). Independent of the receipt file date_from.
accounts_dimensions_idNoBank account dimension ID used when matching bank transactions. Required except in scan mode.
Behavior3/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already indicate destructiveHint=true and readOnlyHint=false. The description adds that create modes require explicit approval, which is useful but lacks details on what 'explicit approval' entails or what the tool does beyond modes.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is a single sentence that front-loads the key modes. It is concise and avoids redundancy, though it may be too terse for complete clarity.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness2/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given 11 parameters and no output schema, the description should provide more context about what the tool achieves (e.g., creating accounting entries) and expected outputs. The current description only covers modes, leaving significant gaps.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

With 100% schema description coverage, each parameter is well-documented in the schema. The tool description adds no extra parameter meaning, meeting the baseline of 3.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool handles receipt batches with four modes (scan, dry_run, create, create_and_confirm). It differentiates the tool from siblings by focusing on batch processing, though the overall goal ('merged receipt batch') could be more explicit.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines2/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description explains the modes but provides no guidance on when to use this tool compared to siblings like 'create_purchase_invoice_from_pdf' or 'accounting_inbox'. There is no when-not-to-use or alternative tool mention.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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